CoreCap Advisors
ESGU icon

CoreCap Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

CoreCap Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.34M Sell
8,009
-455
-5% -$75.7K 0.04% 323
2026
Q2 		$1.39M Buy
8,464
+227
+3% +$35.9K 0.04% 318
2026
Q1 		$1.17M Buy
8,237
+114
+1% +$16.9K 0.04% 337
2025
Q4 		$1.21M Buy
8,123
+170
+2% +$25.1K 0.04% 334
2025
Q3 		$1.16M Sell
7,953
-211
-3% -$29.6K 0.04% 339
2025
Q2 		$1.1M Sell
8,164
-254
-3% -$31.7K 0.04% 334
2025
Q1 		$1.03M Buy
8,418
+143
+2% +$18.4K 0.05% 328
2024
Q4 		$1.07M Sell
8,275
-11,659
-58% -$1.51M 0.05% 322
2024
Q3 		$2.52M Sell
19,934
-2,462
-11% -$299K 0.12% 181
2024
Q2 		$2.67M Sell
22,396
-8,599
-28% -$988K 0.28% 76
2024
Q1 		$3.56M Sell
30,995
-11,558
-27% -$1.27M 0.19% 100
2023
Q4 		$4.46M Buy
42,553
+2,039
+5% +$200K 0.29% 67
2023
Q3 		$3.8M Sell
40,514
-339
-0.8% -$33.2K 0.27% 73
2023
Q2 		$3.98M Buy
+40,853
New +$3.77M 0.28% 70
2022
Q4 		$5.93M Buy
69,943
+2,613
+4% +$223K 0.42% 45
2022
Q3 		$5.35M Buy
67,330
+494
+0.7% +$43.7K 0.45% 50
2022
Q2 		$5.61M Buy
66,836
+68
+0.1% +$6.21K 0.44% 48
2022
Q1 		$6.77M Buy
66,768
+8,393
+14% +$841K 0.47% 46
2021
Q4 		$6.3M Buy
+58,375
New +$6.13M 0.42% 48

Other funds holding ESGU

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

CoreCap Advisors's ESGU Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 5.4% in Q3 2026, selling an estimated $75.7K and leaving 8,009 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #323.

CoreCap Advisors first reported a position in ESGU in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.77M in Q1 2022. 228 funds tracked by Wall St. Rank hold ESGU as of Q3 2026.

  • CoreCap Advisors held 8,009 shares of iShares ESG Aware MSCI USA ETF worth $1.34M as of Q3 2026.
  • CoreCap Advisors sold 455 iShares ESG Aware MSCI USA ETF shares in Q3 2026, an estimated $75.7K.
  • iShares ESG Aware MSCI USA ETF made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #323 holding.
  • CoreCap Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's iShares ESG Aware MSCI USA ETF position peaked at $6.77M in Q1 2022.
  • 228 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.